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FLY logo

Firefly Aerospace Inc. Stock Price

NasdaqGM:FLY Community·US$3.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 129 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FLY Share Price Performance

US$21.13
-22.62 (-51.70%)
​
US$38.60
Fair Value
US$21.13
-22.62 (-51.70%)
45.3% undervalued intrinsic discount
US$38.60
Fair Value
Price US$21.13
AnalystConsensusTarget US$38.60
robokid1134 US$432.79
AnalystLowTarget US$25.00
Thu, 10 Sep 26
Fair ValueUS$38.60
Share Pricen/a

FLY Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$38.6 45.3% undervalued intrinsic discount

National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis

0users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
RO
robokid1134's
Fair Value
·
Fair Value US$432.79 95.1% undervalued intrinsic discount

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

3users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$25 15.5% undervalued intrinsic discount

Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact

2users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
FLY logo
Firefly Aerospace
95.1% undervalued intrinsic discount

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

View narrative
RO
robokid1134
Published 10 Oct 2025
Read Narrative
FLY logo
Firefly Aerospace
45.3% undervalued intrinsic discount
Updated

National Security Space And Lunar Missions Will Support This Bullish Long Term Thesis

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 10 Sep
Read Narrative
FLY logo
Firefly Aerospace
15.5% undervalued intrinsic discount

Golden Dome Reliance And Launch Setbacks May Challenge Margins Yet Long-Term Prospects Remain Intact

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 27 Jul
Read Narrative
FLY logo
Firefly Aerospace
67.1% undervalued intrinsic discount

National Security Space Demand Will Drive Major Long Term Upside Potential

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AN
AnalystHighTarget
AnalystHighTarget
Published 27 Dec 2025
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

RO
FLY logo

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

Fair Value: US$432.79 95.1% undervalued intrinsic discount
27 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
FLY logo

FLY: Defense And Space Contracts Will Support Long-Term Upside

Fair Value: US$38.6 45.3% undervalued intrinsic discount
36 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
FLY logo

FLY: Space Force And Lunar Missions Will Drive Future Upside

Fair Value: US$25 15.5% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
3 Rewards
View Full Analysis

Firefly Aerospace Inc. Key Details

US$287.0m

Revenue

US$221.2m

Cost of Revenue

US$65.8m

Gross Profit

US$436.2m

Other Expenses

-US$370.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.21
22.92%
-129.06%
2.2%
View Full Analysis

About FLY

Founded
2017
Employees
1414
CEO
Jason Kim
WebsiteView website
www.fireflyspace.com

Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States. The company offers integrated launch and space services technology that is committed to enabling launch, transit, and operations in space. It also provides Launch solutions, such as Alpha, a responsive launch services; and Eclipse, a medium-lift launch vehicles. In addition, the company offers spacecraft solutions platforms, including Blue Ghost, a lunar delivery and operation service; and Elytra, which provides space maneuverability and servicing. Further, it provides software and sensor solutions; national security software and big data processing capabilities; and responsive space services, as well as Ocula, a lunar imaging service. Firefly Aerospace Inc. was incorporated in 2017 and is headquartered in Leander, Texas.

Recent FLY News & Updates

User avatar
Narrative Update • Sep 10

FLY: Defense And Space Contracts Will Support Long-Term Upside

Analysts have trimmed their price target for Firefly Aerospace to $38.60 from $41.60, citing small adjustments to discount rates, revenue growth assumptions, profit margin forecasts, and a slightly lower future P/E outlook. What’s in the News for Firefly Aerospace Firefly Aerospace signed a multi launch agreement with SSC Space for two Alpha rocket launches from Sweden's Esrange Space Center, targeted for no earlier than 2028, to serve Sweden's national security and commercial rideshare customers.
User avatar
Narrative Update • Aug 25

FLY: Defense And NASA Contracts Will Drive Long-Term Upside

Analysts have updated their price target for Firefly Aerospace to $41.60 from $45.80 as they adjust assumptions around future revenue growth, profitability, and P/E expectations in their valuation models. What’s in the News for Firefly Aerospace SciTec, a Firefly Aerospace subsidiary, received a US$93.7m firm fixed price contract from the U.S. Space Force to support radar digitization and common architecture development for ground based radar systems, reinforcing Firefly’s role in defense focused space technology.

Recent updates

No updates

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